Tamarac Support
Implementation, training, and ongoing support.
Tamarac Support
Implementation, training, and ongoing support.


Best in the business support
Highly trained and professional, our support team won’t be satisfied until your problem is solved or your question is answered. All of our customer support professionals have strong backgrounds in finance and have extensive training on all Tamarac products.

You can get answers to your questions by phone, e-mail, or online at our Support & Training Center. The Tamarac Support & Training Center combines our extensive Help Centers for each product and training from Tamarac University in an easy-to-use interface. Find answers to commonly asked questions, watch videos from our comprehensive library of training videos, search our online knowledge base, and more.



“Our relationship with Tamarac is truly a partnership. The fully integrated suite enables us to bring all of our resources into focus at any one moment.” Mark Choate, Principal - Malaga Cove Capital LLC


Proven implementation process
Replacing manual processes with software automation represents a significant process change for any firm, and it offers opportunities for greater portfolio management efficiency by leveraging best practices learned from supporting thousands of advisors.

As a client of Tamarac, you will embark on a proven and streamlined implementation process with the support of a highly experienced team that works with you every step of the way. Our implementation team takes the time to fully understand your portfolio and client management process, guides you through setup, and offers best practices along the way.



Advisor Summit
Tamarac hosts an annual RIA conference, which offers a wide selection of tracks from advanced learning of our products to best practices in practice management. At this three day event, advisors learn about the benefits of Tamarac’s breakthrough innovations and technology, while interacting with hundreds of advisors from around the country.






Your team is your most valuable asset. By investing in training your staff on Tamarac products, you can maximize the value of your Tamarac technology investment, mitigate risk of potential errors, and reach new levels of productivity.

Tamarac University
When it comes to training, we don't believe it's enough for our customers to simply know how to use our software. We understand the degree of change management that occurs when implementing new technology and that with it comes opportunities to follow the best practices of those who have gone before you. Whether it's increasing productivity, creating automated workflows, or designing a complex model, we want the process to be rewarding and the end result meaningful.

Tamarac University courses occur monthly and train your staff in the application using your own data. At any time, your firm can send new and existing staff to any Tamarac University. All Tamarac University content is also available online in our online Support & Training Center.





Tamarac University Online
If you prefer to get up to speed on Tamarac products at your own pace, advisors can take advantage of the online training option. With online training, you gain access to all the same content and resources as those attending classroom sessions in person – complete with online quizzes and interactive videos. These online lessons are a great way for new users to get complete product training or for experienced users to refresh their knowledge of any part of the curriculum.



Advisor Rebalancing
 ®
Working with Tamarac's implementation consultants you'll define your business processes using Advisor Rebalancing in our hands on, two-day training. Tamarac University will give you the skills to create basic and advanced models, rebalance your accounts and households in minutes, execute directed trades, and more.

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Advisor View
 ™
Tamarac University offers a two-day hands-on curriculum on our Advisor View application. During this training you'll learn how to build performance reports, customize your dashboards, configure your client portal, and more.

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Advisor CRM
 ®
Tamarac University offers a two-day hands-on curriculum on our Advisor CRM application. During this training you'll learn how to improve your overall customer experience, boost sales, and increase the impact of your marketing activities.

Learn More  
Advisor Rebalancing
 ®
Working with Tamarac's implementation consultants you'll define your business processes using Advisor Rebalancing in our hands on, two-day training. Tamarac University will give you the skills to create basic and advanced models, rebalance your accounts and households in minutes, execute directed trades, and more.

Learn More  
Advisor View
 ™
Tamarac University offers a two-day hands-on curriculum on our Advisor View application. During this training you'll learn how to build performance reports, customize your dashboards, configure your client portal, and more.

Learn More  
Advisor CRM
 ®
Tamarac University offers a two-day hands-on curriculum on our Advisor CRM application. During this training you'll learn how to improve your overall customer experience, boost sales, and increase the impact of your marketing activities.

Learn More  


Support Hours: 5:30 A.M. to 4:30 P.M. Pacific Time
* Standard hourly support rate: $95
Contact Us
866.525.8811
sales@tamaracinc.com
Personal Demo
Average length: 1 hour
Join a Tamarac representative for a one-on-one tour of Advisor Xi.
Request a Demo  


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Advisor Rebalancing
Advisor View